$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ A peace deal announcement could trigger one of the biggest short liquidations in history and set up the biggest rally since 1999. I don't think most people grasp just how bearish and fearful sentiment is right now. This market could cover a lot of ground in a very short time. I've said this before. Start covering and start getting long, or go all in on your 401k if you're on the sidelines.

$SpaceX(SPCX)$  If data centers don't go up in the US, they'll end up in other countries. But if Musk can land just one success in space in 2027 and prove the concept, he could end up looking like the savior of the US economy. The telecom side is also coming together, with Qualcomm now in the SpaceX mix.

$SpaceX(SPCX)$  This looks like a solid setup. Getting in near the bottom here could work out well. For those already in, holding seems like the right call.

$SpaceX(SPCX)$ Any state-level bans on terrestrial data centers that get approved in the election would only add more potential revenue for SpaceX going forward. Hopefully there are a bunch of those, and more business keeps coming SpaceX's way.

$Bloom Energy Corp(BE)$  Who said anything about cutting back on AI investment? If you don't invest in AI now, you'll eventually fall behind the competition and fail to survive. Why else would Marvell Technology commit $115 billion?

$Bloom Energy Corp(BE)$  Google Cloud was arguably the best part of Alphabet's earnings. AI is generating real revenue and profits, yet AI stocks are selling off. At this point, diversifying across AI stocks feels pointless when everything moves in the same direction anyway. Make it make sense.

$Moderna, Inc.(MRNA)$ Added more. Plenty of noise in here, but I'll keep holding my position.

$SpaceX(SPCX)$  Closed below $147, so I'm officially holding these 145s for the long haul. Honestly, you just need Elon to be rich. This stock has a split personality, but I still like it. $Amazon.com(AMZN)$  $Tesla Motors(TSLA)$ 

$Moderna, Inc.(MRNA)$ See you at $360. No one is saying fundamentals support it, and they didn't support the market price during covid either. But human behavior and market mechanics do. Good luck to the bears.

$Vicor(VICR)$ $Credo Technology Group Holding Ltd(CRDO)$ $Sterling Construction(STRL)$ $SK hynix(SKHY)$ $NEBIUS(NBIS)$ "Don't try to time the market" is a bitter pill to swallow after the last 2 weeks. Big money pulls the rug, retail gets caught, and it stings. That said, the window where panic-selling and trying to time a lower re-entry made sense has probably closed. The stratospheric AI run set unrealistic expectations of relentless green days, and this has been a rude awakening. But zoom out: where are these companies in 6–12 months? Look at what hap

$Applied Optoelectronics(AAOI)$  Way oversold. The spring back up will be glorious to watch.

$Tesla Motors(TSLA)$ In my view, it should only move higher from here since we basically filled the gap down on SPCX. Solid swing. Know who and what you own. We're positioned against the bears. RIP Coach.

$SK hynix(SKHY)$ Strongest company in semiconductor space.

$APPLIED DIGITAL CORP(APLD)$ This company's financials look way healthier than IREN. Looking at both charts, they've historically tracked each other, but the trend finally seems to be diverging. Hopefully APLD gets the recognition it deserves, since it's significantly undervalued relative to the sector it operates in.

$Micron Technology(MU)$ I think the Kospi and SK Hynix are going to hold this down for a bit. I'm gathering together 20k to get SK below $120, hoping for $110. With as much cash as they've got rolling in, just think how many shares they could take out of the float with buybacks. I see 2000 as inevitable for MU. $SK hynix(SKHY)$  with $300. No need to panic and dump. It may take a year but it will look completely different.

$Applied Optoelectronics(AAOI)$ I've been short here for a long time, but I'm going long now. If we get a market rally, I could see this going to 100 at least one more time. Could be very wrong, but I went big here. Hope I don't get crushed.

$Applied Optoelectronics(AAOI)$ B. Riley lowered their price target from $109 to $92. These are the same people who put a $15 PT on AAOI a year ago when it was trading at $30, then raised it from $15 to $55 when the stock was at $95. Not sure when they moved it up to $109, probably around $233. Now they cut from $109 to $92 right at the bottom, just as it looks set to run into year-end, in my view.

$Tesla Motors(TSLA)$ Finding a good gas or diesel mechanic is hard enough these days. Now try finding a good hybrid mechanic who knows what they're doing and won't rip you off. If hybrids are so great, how come robots aren't hybrids? Right, now try telling me Gort was a hybrid.

$Applied Optoelectronics(AAOI)$ There is no reason for $Lumentum(LITE)$  $Coherent(COHR)$  AAOI. They are essential for data centers and they are getting paid first no matter what.

$Micron Technology(MU)$ $SK hynix(SKHY)$  $Invesco QQQ(QQQ)$ More garbage articles about CXMT surfaced this morning across the media space. Something about CXMT having developed a new chip it plans to "introduce" by the end of the year. End of the year? That's really close, right? In layman's terms, it's not developed yet. It hasn't been produced in a lab yet. It hasn't been tested. There's no launch date. Getting to commercial production is a good 4-5 years out, and likely longer. In all likelihood it's being developed using stolen Samsung IP, which CXMT has shown a tendency to do. These articles are printed to deter in